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最新10大晶圆代工厂排名!
国芯网· 2025-06-10 10:42
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 6月10日,据市调机构TrendForce在报告中指出,2025年第一季度全球晶圆代工产业受美国 新关税政策引发的国际政治角力影响,抢在对等关税豁免期限到期前的提前备货效应,部分 厂商接获客户急单,加上中国大陆延续2024年推出的旧换新补贴政策,抵销部分淡季冲击, 整体产业营收季减约5.4%,收敛至364亿美元。 中芯国际受惠于客户因应美国关税提前备货,和中国大陆消费补贴提前拉货等因素,削弱 ASP下滑的负面效应,营收季增1.8%,达22.5亿美元,排名第三。 从厂商排名上看,台积电以67.6%市占率稳居第一,其晶圆出货虽因智能手机备货淡季而下 滑,部分影响由稳健的AI HPC需求和电视的关税避险急单抵销,营收为255亿美元,季减 5%。 第二名的三星因美国先进制程禁令限制中国大陆客户投产,以及其客户组成关係,获得中国 大陆消费补贴的红利有限,第二季度营收季减11.3%,为28.9亿美元,市占微减至7.7%。 第一步:扫描下方二维码,关注国芯网微信公众号。 第二步:在公众号里面回复"加群",按照提示 ...
Riot Platforms(RIOT) - 2025 Q1 - Earnings Call Transcript
2025-05-01 21:32
Riot Platforms (RIOT) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Phil McPherson - VP of Capital Markets & Investor RelationsJason Les - CEOColin Yee - Executive VP & CFOJason Chung - Executive VP and Head of Corporate Development & StrategyBenjamin Sommers - Equity Research AssociateReginald Smith - Senior AssociateMartin Toner - Managing Director - Institutional Research, Growth & InnovationMike Grondahl - Head of Equities & Director of Research Conference Call Participants Nick Gi ...
Riot Platforms(RIOT) - 2025 Q1 - Earnings Call Transcript
2025-05-01 20:30
Riot Platforms (RIOT) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good day and thank you for standing by. Welcome to the Riot Platform's First Quarter twenty twenty five Earnings Conference Call. Please note that all participants have been placed in listen only mode until the question and answer session begins following the company's presentation of its prepared remarks. Please also be advised that today's call is being recorded. I would now like to hand the conference over to Phil McPherson, Vi ...
Riot Platforms(RIOT) - 2024 Q4 - Earnings Call Transcript
2025-02-24 22:30
Riot Platforms (RIOT) Q4 2024 Earnings Call February 24, 2025 04:30 PM ET Company Participants Phil McPherson - VP of Capital Markets & Investor RelationsJason Les - CEO & Executive DirectorColin Yee - Executive VP & CFOJason Chung - Executive VP and Head of Corporate Development & StrategyGregory Lewis - Managing DirectorBrett Knoblauch - Managing DirectorReggie Smith - Executive Director, Equity ResearchMike Grondahl - Head of Equities & Director of ResearchMartin Toner - Managing Director - Institutional ...